INVESCO EXCH TRADED FD TR II PSCH
S&P SMLCP HELT · ETP · CUSIP 46138E149
97
institutional holders
585.0k
shares reported held*
$76.4mreported value*
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $130.56.
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| LPL Financial LLC 0.01% of their portfolio | 69.1k $9.1m | — |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 61.4k $8.1m | — |
| MORGAN STANLEY 0.00% of their portfolio | 37.5k $4.9m | — |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 28.5k $3.8m | — |
| WBI INVESTMENTS, LLC 1.00% of their portfolio | 26.6k $3.4m | — |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 25.7k $3.4m | — |
| Pacific Sun Financial Corp 2.32% of their portfolio | 25.1k $3.3m | — |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 24.8k $3.3m | — |
| UBS Group AG 0.00% of their portfolio | 17.9k $2.4m | — |
| FLOW TRADERS U.S. LLC 0.11% of their portfolio | 15.3k $2.0m | — |
| McGuire Investment Group, LLC 0.44% of their portfolio | 14.8k $1.9m | — |
| Atria Investments, Inc 0.04% of their portfolio | 14.2k $1.9m | — |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 13.9k $1.8m | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 13.7k $1.8m | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 12.9k $1.7m | — |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 12.7k $1.7m | — |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 10.6k $1.4m | — |
| Ausdal Financial Partners, Inc. 0.19% of their portfolio | 9.2k $1.2m | — |
| Montecito Bank & Trust 0.29% of their portfolio | 8.4k $1.1m | — |
| Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio | 8.2k $1.1m | — |
| Creative Planning 0.00% of their portfolio | 7.6k $996.0k | — |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 6.5k $861.0k | — |
| Magnus Financial Group LLC 0.16% of their portfolio | 6.5k $854.0k | — |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 5.9k $783.0k | — |
| Cetera Advisor Networks LLC 0.01% of their portfolio | 5.7k $747.0k | — |
| Sigma Planning Corp 0.03% of their portfolio | 5.4k $704.0k | — |
| CEERA INVESTMENTS, LLC 0.46% of their portfolio | 5.3k $696.0k | — |
| MML INVESTORS SERVICES, LLC 0.01% of their portfolio | 5.1k $673.0k | — |
| Equitable Holdings, Inc. 0.01% of their portfolio | 4.8k $628.0k | — |
| Gladstone Institutional Advisory LLC 0.05% of their portfolio | 4.7k $624.0k | — |
| Cetera Investment Advisers 0.00% of their portfolio | 4.5k $1.0k | — |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 4.5k $597.0k | — |
| 9258 Wealth Management, LLC 0.15% of their portfolio | 4.5k $588.0k | — |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 4.4k $577.0k | — |
| Baird Financial Group, Inc. 0.00% of their portfolio | 4.3k $564.0k | — |
| Insight Advisors, LLC/ PA 0.22% of their portfolio | 4.2k $553.0k | — |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 4.1k $540.0k | — |
| NTV Asset Management LLC 0.11% of their portfolio | 3.8k $504.0k | — |
| Tower Research Capital LLC (TRC) 0.01% of their portfolio | 3.5k $463.0k | — |
| Focus Financial Network, Inc. 0.03% of their portfolio | 2.9k $382.8k | — |
| Somerset Trust Co 0.16% of their portfolio | 2.7k $352.0k | — |
| Insight Inv LLC 0.39% of their portfolio | 2.6k $349.0k | — |
| TrueWealth Advisors, LLC 0.16% of their portfolio | 2.5k $335.0k | — |
| ALPINE WOODS CAPITAL INVESTORS, LLC 0.04% of their portfolio | 2.5k $329.0k | — |
| SeaCrest Wealth Management, LLC 0.05% of their portfolio | 2.4k $316.0k | — |
| SP Asset Management 0.04% of their portfolio | 2.3k $299.0k | — |
| IHT Wealth Management, LLC 0.02% of their portfolio | 2.2k $296.0k | — |
| Atria Wealth Solutions, Inc. 0.00% of their portfolio | 1.9k $248.2k | — |
| Beacon Pointe Advisors, LLC 0.01% of their portfolio | 1.8k $237.0k | — |
| Acorn Wealth Advisors, LLC 0.18% of their portfolio | 1.6k $216.0k | — |
| Dynamic Advisor Solutions LLC 0.02% of their portfolio | 1.6k $214.0k | — |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 1.6k $211.0k | — |
| CWM, LLC 0.00% of their portfolio | 1.6k $205.0k | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 1.2k $155.0k | — |
| BESSEMER GROUP INC 0.00% of their portfolio | 1.1k $139.0k | — |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 822 $108.0k | — |
| Spire Wealth Management 0.01% of their portfolio | 769 $101.0k | — |
| Professional Financial Advisors, LLC 0.04% of their portfolio | 469 $62.0k | — |
| Riggs Asset Managment Co. Inc. 0.02% of their portfolio | 380 $50.0k | — |
| American Portfolios Advisors 0.00% of their portfolio | 311 $40.9k | — |
| FMR LLC 0.00% of their portfolio | 304 $40.0k | — |
| NFSG Corp 0.02% of their portfolio | 268 $35.0k | — |
| Plante Moran Financial Advisors, LLC 0.01% of their portfolio | 232 $31.0k | — |
| Selective Wealth Management, Inc. 0.01% of their portfolio | 225 $30.0k | — |
| Arax Advisory Partners 0.00% of their portfolio | 208 $27.0k | — |
| Realta Investment Advisors 0.01% of their portfolio | 203 $27.0k | — |
| FourThought Financial, LLC 0.00% of their portfolio | 197 $26.0k | — |
| Addison Advisors LLC 0.02% of their portfolio | 189 $25.0k | — |
| TUCKER ASSET MANAGEMENT LLC 0.01% of their portfolio | 169 $23.2k | — |
| GLENMEDE TRUST CO NA 0.00% of their portfolio | 157 $20.0k | — |
| BENJAMIN F. EDWARDS & COMPANY, INC. 0.00% of their portfolio | 150 $20.0k | — |
| TCI Wealth Advisors, Inc. 0.00% of their portfolio | 146 $19.0k | — |
| OPTIMUM INVESTMENT ADVISORS 0.01% of their portfolio | 143 $19.0k | — |
| SOA Wealth Advisors, LLC. 0.01% of their portfolio | 142 $18.0k | — |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 128 $17.0k | — |
| Kessler Investment Group, LLC 0.01% of their portfolio | 111 $15.0k | — |
| Zullo Investment Group, Inc. 0.01% of their portfolio | 106 $14.0k | — |
| Householder Group Estate & Retirement Specialist, LLC 0.01% of their portfolio | 104 $13.0k | — |
| BROWN BROTHERS HARRIMAN & CO 0.00% of their portfolio | 100 $13.0k | — |
| New Millennium Group LLC 0.01% of their portfolio | 100 $13.0k | — |
| IFP Advisors, Inc 0.00% of their portfolio | 82 $10.0k | — |
| HUNTINGTON NATIONAL BANK 0.00% of their portfolio | 65 $9.0k | — |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 65 $9.0k | — |
| PFS Partners, LLC 0.01% of their portfolio | 65 $8.6k | — |
| Capital Investment Advisory Services, LLC 0.00% of their portfolio | 50 $7.0k | — |
| Founders Financial Alliance, LLC 0.00% of their portfolio | 49 $6.0k | — |
| Key Financial Inc 0.00% of their portfolio | 47 $6.0k | — |
| HERITAGE WEALTH MANAGEMENT, LLC 0.00% of their portfolio | 46 $6.0k | — |
| BDO Wealth Advisors, LLC 0.00% of their portfolio | 44 $6.0k | — |
| CAMBRIDGE TRUST CO 0.00% of their portfolio | 43 $6.0k | — |
| US BANCORP \DE\ 0.00% of their portfolio | 33 $4.0k | — |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 32 $4.0k | — |
| Gradient Investments LLC 0.00% of their portfolio | 23 $3.0k | — |
| FIFTH THIRD BANCORP 0.00% of their portfolio | 15 $2.0k | — |
| Mariner Managed Account Solutions, LLC 0.00% of their portfolio | 13 $2.0k | — |
| Castleview Partners, LLC 0.00% of their portfolio | 2 $0 | — |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | — |